+526.3%
ACN vs APO
+1,594.4%
-1,068.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +4.7% | -7.0% | -3.8% |
| 7D | -2.5% | +2.3% | -4.8% | -3.3% |
| 30D | +22.6% | +3.0% | +19.7% | +21.3% |
| 3M | +45.9% | -3.7% | +49.6% | +46.9% |
| 6M | +43.8% | -7.5% | +51.3% | +46.1% |
| YTD | -2.5% | -14.5% | +12.1% | +0.9% |
| 1Y | +6.5% | -6.2% | +12.6% | +7.0% |
| 3Y | -14.2% | +51.9% | -66.1% | -28.3% |
| 5Y | -24.4% | +76.5% | -100.9% | -41.4% |
| 10Y | +156.3% | +895.2% | -738.9% | +21.4% |
| All | +526.3% | +1,594.4% | -1,068.2% | +130.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded APO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling